+213.5%
TER vs ZETA
+62.1%
+151.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.8% | +6.0% | +4.3% |
| 7D | +11.0% | -2.4% | +13.4% | +11.1% |
| 30D | -1.9% | +15.6% | -17.5% | -3.3% |
| 3M | -0.7% | +41.5% | -42.2% | -3.6% |
| 6M | +36.4% | +63.4% | -27.1% | +27.9% |
| YTD | +92.4% | +51.3% | +41.1% | +81.4% |
| 1Y | +213.5% | +65.8% | +147.7% | +192.9% |
| All | +213.5% | +62.1% | +151.4% | +192.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZETA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling